← ClaudeAtlas

myb-p-trigger-setuplisted

Create, configure, and manage triggers (automations) in MyBusiness CRM using MCP tools. Use this skill whenever a customer wants to set up automations, create triggers, configure automatic actions on record create/update, schedule time-based triggers, send automatic emails/SMS/WhatsApp on status change, auto-create records, auto-update related records, send notifications, call webhooks, or run server-side code. Also use when troubleshooting existing triggers or when the user mentions: טריגר, אוטומציה, כלל אוטומטי, שליחת מייל אוטומטית, שליחת SMS אוטומטי, יצירת רשומה אוטומטית, עדכון אוטומטי, התראה אוטומטית, תזמון, trigger, automation, auto-send, auto-create, auto-update, webhook, scheduled trigger, notification trigger.
AviMYB/mybusiness-plugins · ★ 2 · AI & Automation · score 63
Install: claude install-skill AviMYB/mybusiness-plugins
# Trigger Setup / הגדרת טריגרים Create, configure, and manage automations (triggers) in MyBusiness CRM. ## Architecture Triggers follow a **two-step model**: 1. **Create the Trigger** (WHEN to fire) -- `Set-Trigger` 2. **Add Actions** (WHAT to do) -- `Set-Trigger-Action` (call once per action) ``` TRIGGER (When) ACTIONS (What) -- one or more ├── Type: data change / scheduled ├── email ├── Events: create / update ├── sms ├── Criteria: conditions ├── whatsapp-message ├── onSetFields: watched fields ├── create-object └── oneachupdate: repeat? ├── update-object ├── notification ├── http (webhook) └── server-side-code ``` ## What This Skill Covers vs. Does NOT Cover ### Covered (via MCP tools) - Creating data-change triggers (on create/update) - Creating scheduled triggers (relative to a date field) - Adding all 8 action types: email, sms, whatsapp-message, create-object, update-object, notification, http, server-side-code - Updating existing triggers and actions - Deactivating triggers (`active: false`) - Deleting individual actions from a trigger - Querying existing triggers (`Get-Triggers`) ### NOT Covered / Limitations - **Deleting triggers entirely** -- MCP can only deactivate, not delete. To delete: user must go to Admin > Databases > Tables > [Table] > Triggers and remove manually - **"Add to Timeline" trigger type** -- onl